Strategic Wealth Group provides investment management, financial planning, and retirement plan services. Investment management can be discretionary or non-discretionary. Financial planning includes full financial plans, hourly consultations, and ongoing planning. The firm also offers ERISA plan services to retirement plans. Strategic Wealth Group may use sub-advisors and receives referral fees from third-party money managers.
Assets Under Management$1.5B
Clients3,557
Advisors24
Avg. per Client$430K
Avg. per Advisor$64M
Fee Structure
Minimum Investment:None
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 2.00% |
| $500K - $1.0M | 1.75% |
| $1.0M - $2.0M | 1.50% |
| $2.0M - $5.0M | 1.25% |
| $5M+ | 1.00% |
Annual fee may be negotiable based upon certain criteria.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location
24 Advisors at this firm
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